Federated Prudent Bear A
Federated Equity Funds5800 Corporate DrivePittsburgh, PA 15222-3779
Map
Phone: 800-341-7400
| Category: | Bear Market | | Fund Family: | Federated | | Net Assets: | 1.13B | | Year-to-Date Return: | -10.76% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Dec 27, 1995 |
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Ryan Bend
Lead Manager since Dec 7, 2008 | | | Bend specializes in security selection for the short portion of the portfolio. He is vice president of the fundâs adviser. From June 2004 to December 2008, Mr. Bend served as research coordinator and equity analyst with David Tice & Associates, Inc. Bend was a finance manager with Rogers Communications, Inc. from July 2000 to July 2002. |
| Min Initial Investment: | 1,500 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 1,500 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks capital appreciation.
The fund holds short-term liquid securities such as money market funds, U.S. Treasury securities or government agency securities for liquidity purposes and to cover the fund's obligations in connection with outstanding short positions. It also seeks capital appreciation through long positions on equity securities which the fund's investment adviser, Federated Equity Management Company of Pennsylvania (the "Adviser"), believes are undervalued. The fund can also purchase restricted securities in private placement transactions, ETFs and derivative and hybrid instruments. |
| Last Dividend
(Dec 27, 2007)
:
| 0.19 | | Last Cap Gain
(Dec 3, 2008)
:
| 1.34 | | Annual Holdings Turnover
(Oct 5, 2010)
:
| 473.00% | | Average for Category: | 558.50% |
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| Expense | BEARX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.74% | 1.94% | | Prospectus Net Expense Ratio: | 1.81% | N/A | | Prospectus Gross Expense Ratio: | 2.36% | N/A | | Max 12b1 Fee: | 0.05% | N/A | | Max Front End Sales Load: | 5.50% | 4.86% | | Max Deferred Sales Load:
| N/A | 1.20% | | 3 Yr Expense Projection*: | 1,246 | 783 | | 5 Yr Expense Projection*: | 1,741 | 1,292 | | 10 Yr Expense Projection*: | 3,098 | 2,672 |
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